Access management is pivotal for controlling interactions with your marketing request portal, ensuring that only designated users or email domains can submit forms or requests. Implementing robust access policies establishes a secure, controlled environment conducive to efficient and secure operations. Here’s a streamlined approach to optimizing access management for your marketing request portal:
Streamlining User Access and Authentication:
In the admin panel, under “Settings” > “Access Management,” you’ll find comprehensive options to manage user interactions:
- User Login Management: Toggle the “Users Can Login” setting to either enable or disable portal login capabilities, allowing you to safeguard portal access.
- User Registration Control: Adjust the “Users Can Register” setting to manage new user registrations, expanding or limiting portal accessibility based on your strategic needs.
- Single Sign-On (SSO) Authentication: Offer seamless login experiences with SSO options like Google, Notion and Microsoft, enhancing both security and convenience for users.
These features afford you the agility to tailor user access, ensuring your marketing request portal is both secure and user-friendly.
Setting Up Access Policies:
- Accessing Access Management: Start by entering the Hipporello Admin Panel. Navigate to “Settings” > “Access Management” to commence access policy creation.
- Creating an Access Policy: Hit the “Create a Policy” button to establish new rules governing access to your marketing request portal. You’ll choose between “Private” and “Public” settings—select “Private” to restrict access to specific email domains or addresses, bolstering security and control.
- Defining Access Permissions: Opt for “Email Domain” to allow submissions from specified domains, ideal for organizational control. Alternatively, selecting “Specific Email” lets you authorize individual email addresses, offering precise access management.
- Finalizing Policies: With your settings fine-tuned, click “Save” to enforce your access policy, ensuring only authorized submissions are processed.
By judiciously managing access policies, you craft a secure, customized environment that streamlines the handling of marketing requests. This strategic approach not only fortifies your portal’s security but also ensures your marketing efforts are concentrated on the most pertinent and valuable interactions.